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GNRC —
GENERAC HLDGS INC
CUSIP: 368736104 · Held by 8 superinvestors · Combined value: $389,739,870
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | John Rogers | 2.1% | $194,183,789 | 1,423,948 | REDUCE | -43,283 |
| 2 | Ken Griffin | 0.0% | $111,684,575 | 818,982 | ADD | +214,677 |
| 3 | Philippe Laffont | 0.1% | $50,349,168 | 369,210 | NEW BUY | +369,210 |
| 4 | David Katz | 1.4% | $15,408,583 | 112,991 | ADD | +46,101 |
| 5 | Mairs & Power | 0.1% | $14,806,782 | 108,578 | REDUCE | -8,183 |
| 6 | Jim Simons | 0.0% | $2,386,475 | 17,500 | REDUCE | -44,800 |
| 7 | First Eagle Investment Mgmt | 0.0% | $613,665 | 4,500 | REDUCE | -735 |
| 8 | Thomas Russo | 0.0% | $306,833 | 2,250 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Philippe Laffont | NEW BUY | +369,210 | New |
| David Katz | ADD | +46,101 | +68.9% |
| Ken Griffin | ADD | +214,677 | +35.5% |
| First Eagle Investment Mgmt | REDUCE | -735 | -14.0% |
| Jim Simons | REDUCE | -44,800 | -71.9% |
| John Rogers | REDUCE | -43,283 | -2.9% |
| Mairs & Power | REDUCE | -8,183 | -7.0% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +62,300 | New |
| David Katz | ADD | +118 | +0.2% |
| First Eagle Investment Mgmt | REDUCE | -2,444 | -31.8% |
| John Rogers | REDUCE | -337,364 | -18.7% |
| Ken Griffin | REDUCE | -550,369 | -47.7% |
| Mairs & Power | REDUCE | -14,856 | -11.3% |
| Thomas Russo | REDUCE | -3,400 | -60.2% |
| Philippe Laffont | SOLD | -216,442 | Exit |
| Polen Capital | SOLD | -2,530 | Exit |
Who Owns GNRC? Superinvestor Holdings
GENERAC HLDGS INC is held by 8 tracked superinvestors, with a combined position value of $390 million . The largest positions are held by John Rogers (2.1% of portfolio), Ken Griffin (0.0% of portfolio), Philippe Laffont (0.1% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 4 reduced or exited.